WISDOMTREE TR's ticker is USDU and the CUSIP is 97717W471. A total of 22 filers reported holding WISDOMTREE TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2020 | $579,000 | -6.0% | 23,132 | 0.0% | 0.04% | -14.6% |
| Q3 2020 | $616,000 | -3.4% | 23,132 | 0.0% | 0.04% | -6.8% |
| Q2 2020 | $638,000 | -2.4% | 23,132 | 0.0% | 0.04% | -30.2% |
| Q1 2020 | $654,000 | +6.0% | 23,132 | 0.0% | 0.06% | +50.0% |
| Q4 2019 | $617,000 | -5.4% | 23,132 | 0.0% | 0.04% | -6.7% |
| Q3 2019 | $652,000 | +3.3% | 23,132 | 0.0% | 0.04% | +2.3% |
| Q2 2019 | $631,000 | -0.2% | 23,132 | 0.0% | 0.04% | 0.0% |
| Q1 2019 | $632,000 | +1.0% | 23,132 | 0.0% | 0.04% | -6.4% |
| Q4 2018 | $626,000 | -0.9% | 23,132 | -2.1% | 0.05% | +6.8% |
| Q3 2018 | $632,000 | -8.3% | 23,622 | -8.9% | 0.04% | +4.8% |
| Q2 2018 | $689,000 | +2.1% | 25,929 | -3.0% | 0.04% | +5.0% |
| Q1 2018 | $675,000 | -14.1% | 26,731 | -12.0% | 0.04% | -13.0% |
| Q4 2017 | $786,000 | -96.6% | 30,374 | -96.6% | 0.05% | -96.8% |
| Q3 2017 | $23,172,000 | +2.2% | 896,743 | +3.8% | 1.43% | -0.7% |
| Q2 2017 | $22,677,000 | -52.5% | 863,574 | -51.0% | 1.44% | -53.8% |
| Q1 2017 | $47,752,000 | +3.9% | 1,760,772 | +7.1% | 3.12% | +0.2% |
| Q4 2016 | $45,969,000 | +6.3% | 1,643,512 | -0.1% | 3.11% | -6.3% |
| Q2 2016 | $43,226,000 | +25.5% | 1,644,862 | +25.3% | 3.32% | +1.4% |
| Q1 2016 | $34,441,000 | -45.1% | 1,312,554 | -42.8% | 3.28% | -41.9% |
| Q4 2015 | $62,734,000 | +3.4% | 2,292,910 | +9.1% | 5.64% | -12.7% |
| Q3 2015 | $60,652,000 | +5.9% | 2,102,344 | +3.0% | 6.46% | +15.7% |
| Q2 2015 | $57,295,000 | +192.7% | 2,041,888 | +198.0% | 5.58% | +218.7% |
| Q1 2015 | $19,573,000 | – | 685,111 | – | 1.75% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| PEAK FINANCIAL ADVISORS LLC | 216,017 | $5,631,563 | 4.76% |
| McElhenny Sheffield Capital Management, LLC | 315,500 | $8,225,094 | 4.33% |
| GenWealth Group, Inc. | 456,242 | $11,894,229 | 3.64% |
| Summit Place Financial Advisors, LLC | 143,977 | $3,753,480 | 2.66% |
| Beaumont Capital Management, LLC | 97,133 | $2,532,257 | 1.76% |
| Worth Asset Management, LLC | 85,743 | $2,235,320 | 1.70% |
| DRAVO BAY LLC | 56,323 | $1,468,341 | 1.10% |
| OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | 417,307 | $10,879,184 | 0.80% |
| L.M. KOHN & COMPANY | 58,139 | $1,515,684 | 0.63% |
| PFG Advisors | 215,924 | $5,629,139 | 0.47% |